Ford Will Build 15K Lightning in 2022, 80K+/yr by 2024

[astricklin]

How are we so sure the people that “reserved” first are going to get them first? We don’t think they have a “x” amount allotted to specific regions/dealers based off orders?

From a delivery/logistics standpoint, I cant see a world where they’re basically leaving it up to the consumer as to where the first 15k will be delivered and what trim level they will be.

To me it would seem that they'll pretty much be able to build based on orders as long as they don't way miscalculate the number of extended vs standard batteries needed. The motors and rest of the drivetrain components will be the same on all the trucks and then the interior (save for the big tablet infotainment) is shared with the rest of the f-150 line.

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[BottledLightning]

How are we so sure the people that “reserved” first are going to get them first? We don’t think they have a “x” amount allotted to specific regions/dealers based off orders?

From a delivery/logistics standpoint, I cant see a world where they’re basically leaving it up to the consumer as to where the first 15k will be delivered and what trim level they will be.

Somewhat correct. For Bronco the factors were as follows, in sequential order: Allocation to a region/dealership (based upon multiple factors), parts available to build the various trim levels, and finally your reservation time stamp.

 

[DJ NV]

https://finance.yahoo.com/news/exclusive-ford-doubles-lightning-production-193019622.html

Exclusive-Ford doubles Lightning production target on strong pre-launch demand -sources

August 23, 2021

DETROIT (Reuters) - Ford Motor Co has doubled its production target for the F-150 Lightning because of strong early demand for the full-sized electric pickup truck ahead of its 2022 launch, and the company plans to spend an additional $850 million to meet that target, several people and suppliers familiar with the plans said.

The No. 2 U.S. automaker is targeting annual production of more than 80,000 in 2024, up from its prior target of more than 40,000, according to the sources, who asked not to be identified. Shares of Ford rose 1.3% on Monday.

"They were pleasantly surprised by the demand for the Lightning," one of the sources said of Ford officials.

Industry observers have questioned whether individual buyers will give up their gas-powered pickups for electric models, but commercial customers are pushing for electric trucks and vans to reduce their carbon footprints.

The ramp to the new production target includes plans to build about 15,000 next year after the electric truck's spring launch

I remember this post:

https://www.f150gen14.com/forum/thr...on-output-in-first-year-says-ceo-farley.3719/

months ago when I did my reservation, and I was thinking "oh S___T", where I took it as they were thinking to build only 80,000 for the the first year; I reserved at around 1 am on Saturday morning of the week of the reveal.

I was hoping that I would be a first year as order conversion rate would probably put me a good deal under the first 80,000.

Now only 15,000 for the first year ... wow.

I reserved a Bronco last July and have been riding the Bronco roller coaster since then, being on the forum everyday.

Then Ford debuts the Lightning ... to took a couple of days for it to sink in and I reserved that Saturday early AM.

I always liked the F150, so much capability and love the interior room (coming from a sedan, you can live in a back seat area of the F150 ... ... ... just to make sure, i don't live in the car {just in case someone would think that}).

With that now you also get a trunk and no longer have to get gas or do oil changes or most regular PM's.

I got sold on EVs and now I was so ready to get this Lightning.

The garage won't fit it back to front, but I measured 3 or 4 times now and we would have got it in
diagonally.

The Bronco I have on order is a 2 door with a 2.7L, so I figured that Lightning would probably more than likely be built before the Bronco and we are more than happy to choose to get the Lightning instead and that's one of the big reasons I decided to put my reservation in.

Now only 15,000 for the first year ... .

I was looking to replace my vehicle last year and that's when I found and decided Bronco and thought when I reserved a little over a year later the Bronco would be built.

Now Ford would probably build that 2 years after my reservation.

Then we found the Lightning would meet our needs for the family much better (despite having to shoe horn the truck into garage) ... and i have to wait for Ford into a third or more years post my Bronco reservation to maybe build the Lightning.

If you guys were not ready to get this out in a decent number to meet a deal of the demand, why did you tell us about it and get our hopes up ... a lot of people are staring at 2 years to get their reserved unit; or maybe more ... that's not cool.

I'd have been better off on the Bronco roller coaster and getting sick off it's ups and downs and thinking it would be built next year and that would be the only vehicle the family would be waiting and excited for.

 

[vandy1981]

Allocation to a region/dealership (based upon multiple factors)

What were those region/dealership factors?

On a somewhat related note, I saw one of the big Broncos in the wild for the first time. It was parked next to a Wrangler Unlimited and absolutely dwarfed that thing.

 

[wattdon]

As someone who is looking into EV conversions of classic cars as well I figure a battery swap of the first gen seems fairly simple since it is less an integral structural component than say like in a Tesla Model 3. The battery sits within the frame rails and someone with a lift could easily drop, design, and replace the battery with something custom in the future. This is of course barring some ECU bypasses which I'm sure either third party or open source will solve as time goes on.

I would rather have one that appears to be upgradeable than one that is a mystery. The devil I know vs the devil I don't etc.

This snip is from today's Ford Authority News 8/28/2021. Mach-E motor for panning at upcoming SEMA Show - to get you thinking of your classic car to EV conversion.

 

[wattdon]

This snip is from today's Ford Authority News 8/28/2021. Mach-E motor for panning at upcoming SEMA Show - to get you thinking of your classic car to EV conversion.

 

[KTmax]

What order number(1st 15,000 order?)would my reservation be if the number is on 5/20/21 Reservation 10869848?

 

[corradoborg]

What order number(1st 15,000 order?)would my reservation be if the number is on 5/20/21 Reservation 10869848?

Short answer: nobody knows.

Reservation numbers are not sequential, and also include all other Ford vehicles that can be ordered online.

What matters more is your timestamp. If you reserved on the night of the reveal, you're probably okay.

 

[Ciancagl]

I REALLY don’t think the reservation # is going to matter.
It all has to deal with dealer/regional allotments and how many trim levels they are going to produce, then the 3rd factor might be reservation number.
But I think each dealer is going to have their order/delivery slots and honestly it might be up to them who’s slotted where.

 

[Nikos]

Damn, Gonna be a bunch of impatient and upset people. Hopefully I'm not one. I put my reservation in very early.

I put mine in the first 5 minutes.
That is early. Now....when in the spring of 2022 will start delivering.
I am itching for mine.
Good luck.

 

[GarageMahal]

I REALLY don’t think the reservation # is going to matter.
It all has to deal with dealer/regional allotments and how many trim levels they are going to produce, then the 3rd factor might be reservation number.
But I think each dealer is going to have their order/delivery slots and honestly it might be up to them who’s slotted where.

I think Ford is really trying to reduce the amount power dealers have but it will be a long journey before we order factory direct. The reservation process is intended to give people a place in line although there are very few details about the Lightning reservation process. There is a lot of detail on the Bronco reservation process however and the timestamp (not the number) was/is an important factor although it got muddied by dealer pushback that lead to allocation models. This ultimately led to a reservation being a place in one of many lines (one per dealer) and certain dealers found ways around the process allowing "special customers" to move up in line.

The sooner dealers are removed the sales process the better. Then we can shop for dealers that actually add value to the delivery and service side.

I put mine in the first 5 minutes.
That is early. Now....when in the spring of 2022 will start delivering.
I am itching for mine.
Good luck.

Me too and can't wait!

 

[diesel97]

Placed my reservation 8/26 at 11:50 am and received a confirmation email from Ford at 11:52 am.

At 12:33 pm 8/26, I received a “thank you” email from the lead business manager at my selected dealership. She also indicated whenever they receive pricing order information they will be in touch by email.

At 11:45 am 8/29, I received an email from my selected dealership’s GM stating if I had any issues or questions that his customer care team could not resolve, please email him directly for a personal response.

A traditional salesperson has not been involved n the process to date making me think my selected dealer is adapting quickly to Ford’s new business model emphasizing customer orders for purchases rather than a large in-stock inventory.

Based on my experience, reservations are immediately sent to the selected dealer. I checked my credit card and the $100 fee was billed from my selected dealer, not Ford.

Reservations are not orders. Dealers are responsible for placing orders and all dealership level factors previously discussed in other threads are now in play.

Oh, but wait there’s more. Depending on the dealer, if reservations are assigned to a salesperson, do you really think they will stop what they are doing and immediately place orders for vehicles that they may not receive a commission on for months or maybe even years?

Personally, I believe the reservation numbers and time stamps are for Ford’s internal use.

you have a reservation already so there is no race to place an order. I'm sure there will be a window for orders. So you salesmen could be the last one to place an order and you would have the same place inline

 

[Ciancagl]

Placed my reservation 8/26 at 11:50 am and received a confirmation email from Ford at 11:52 am.

At 12:33 pm 8/26, I received a “thank you” email from the lead business manager at my selected dealership. She also indicated whenever they receive pricing order information they will be in touch by email.

At 11:45 am 8/29, I received an email from my selected dealership’s GM stating if I had any issues or questions that his customer care team could not resolve, please email him directly for a personal response.

A traditional salesperson has not been involved n the process to date making me think my selected dealer is adapting quickly to Ford’s new business model emphasizing customer orders for purchases rather than a large in-stock inventory.

Based on my experience, reservations are immediately sent to the selected dealer. I checked my credit card and the $100 fee was billed from my selected dealer, not Ford.

Reservations are not orders. Dealers are responsible for placing orders and all dealership level factors previously discussed in other threads are now in play.

Oh, but wait there’s more. Depending on the dealer, if reservations are assigned to a salesperson, do you really think they will stop what they are doing and immediately place orders for vehicles that they may not receive a commission on for months or maybe even years?

Personally, I believe the reservation numbers and time stamps are for Ford’s internal use.

Completely agree. Reservations are basically for Ford to know how much $$$ and time to ramp up production and to see what the market is telling them.
I doubt Reservation #1-100 will get the first 100 units. So many more factors because ultimately it’s up to the dealer to give the orders to Ford.

Also, should you really have first “dibs” because you saw the commercial first?

*ducks and runs*

 

[sotek2345]

you have a reservation already so there is no race to place an order. I'm sure there will be a window for orders. So you salesmen could be the last one to place an order and you would have the same place inline

I got very different advice from my dealer - they told me to order as soon as I was able to get the best place in line. Not sure that is accurate though.

 

[GarageMahal]

I got very different advice from my dealer - they told me to order as soon as I was able to get the best place in line. Not sure that is accurate though.

Ford has not revealed much about how reservations will work for the Lighting yet. For the Bronco the order banks were open for several weeks and Ford was clear that when the order was entered did no matter as long as it was completed before the window closed. My impression was that some dealers gave conflicting information which led to a great deal of confusion. Take a look at https://www.bronco6g.com/ for a wide array of horror stories about the reservation/order process. Hopefully this one runs more smoothly.

There is certainly little harm in ordering right away but it isn't supposed to impact your place in line. Also I wouldn't hold off ordering because you have a "late reservation". The Bronco showed us that commodity constraints, dealer allocations, and many other variables can impact the actual build schedule and I have seen reports of late reservation holders getting lucky.

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